Trainers

Mr Dean Scott APFS

Chartered Financial Planner

His Chartered Financial Planner Status means he understands the challenges and issues that bankers and the industry faces and he is highly experienced in helping financial organisations in demonstrating competence of regulatory interventions, he is an accomplished trainer and he is regularly engaged to deliver training to clients who need to ensure their bankers are attaining QCF level 4 and level 6 qualifications respectively prior to the 2012 deadline. Over the past 18 months particularly, he has worked on a consultancy project for a leading global bank on the design of face to face training, distance learning and events for their wealth channel focusing on the following areas:

• New discretionary fund management proposition delivery to over 400 wealth advisers
• Structured product launch and retraining exercise
• Maximum Investment Plan and Venture Capital Trust Launch
• Changes to pension legislation in 2011/12 and beyond and specifically how they affect the ‘high earners’ of wealth earners
• Pension transfer re-authorisation exercise
• Training wealth area managers to train their own teams on technical and business issues

Dean is currently working with another global bank, redesigning and implementing their risk strategy in reference to their retirement and estate planning proposition. He has been an assistant examiner for the CII since 2009 and is regularly requested to submit questions that are used in examinations and he is now the national lead trainer for particular examinations and an active marker of Diploma papers.

Dean has recently been involved with a Solvency II project for another global institution, using the balance of his mathematical, practical training and industry knowledge to deliver complex training at board level.